TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.23B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,274
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$17.7M
3
+$16.8M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.61M

Top Sells

1
+$23.7M
2
+$15.6M
3
+$11.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.56M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.81M

Sector Composition

1 Technology 9.34%
2 Healthcare 7.36%
3 Financials 6.7%
4 Industrials 4.64%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$25.6K ﹤0.01%
225
902
$25.5K ﹤0.01%
122
+6
903
$25.3K ﹤0.01%
387
-44
904
$25.2K ﹤0.01%
248
905
$24.4K ﹤0.01%
442
-1
906
$24.3K ﹤0.01%
1,285
-3,667
907
$24.3K ﹤0.01%
2,870
+297
908
$23.9K ﹤0.01%
382
+230
909
$23.9K ﹤0.01%
1,779
+137
910
$23.8K ﹤0.01%
1,233
+158
911
$23.8K ﹤0.01%
606
+28
912
$23.7K ﹤0.01%
3,250
-712
913
$23.6K ﹤0.01%
+482
914
$23.6K ﹤0.01%
326
+141
915
$23.5K ﹤0.01%
541
-74
916
$23.5K ﹤0.01%
2,193
-848
917
$23.4K ﹤0.01%
149
+59
918
$23.2K ﹤0.01%
322
919
$23K ﹤0.01%
157
920
$22.9K ﹤0.01%
887
921
$22.8K ﹤0.01%
608
+119
922
$22.8K ﹤0.01%
574
+42
923
$22.8K ﹤0.01%
444
924
$22.7K ﹤0.01%
314
+73
925
$22.6K ﹤0.01%
552
35 36
37
38 39